WORKRELIEF FOR PROFESSIONAL SERVICES

Your expertise.
A smoother client experience.

From the first consultation to the final approval, bring clients, proposals, projects, and documents into a more connected workflow.

✓ Client-centered work   ✓ Connected projects   ✓ Streamlined approvals

Client workspace · Northstar Advisory● On track
ACTIVE ENGAGEMENT

Business strategy engagement

Engagement progress68%
01
Client intake completedInformation captured through Forms
Complete
02
Proposal approvedDocuments prepared and signed
Complete
03
Project milestonesDelivery timeline in progress
In progress
04
Final client sign-offReview and approval scheduled
Upcoming
FROM FIRST HELLO TO FINAL HANDOFF

A better way to manage client engagements.

Give each part of your client process a clear, organized place to happen.

▤01 · DISCOVER

Collect what matters

Capture client details, service requests, and intake information without scattered emails.

✎02 · PROPOSE

Get to an agreement

Prepare documents, coordinate reviews, and manage signatures with less friction.

▦03 · DELIVER

Keep projects moving

Make responsibilities, progress, and milestones easier for your team to follow.

✓04 · CLOSE

Finish with confidence

Keep deliverables, approvals, and billing aligned as engagements wrap up.

LESS ADMIN. BETTER SERVICE.

Keep your attention on your clients.

Organize the busy parts of service delivery without letting handoffs and follow-ups take over your day.

Keep client documents with the engagement
Track milestones and ownership in one place
Move agreements through review and sign-off
Connect delivery with billing and follow-through
Engagement activity
Client discovery form receivedForms
Proposal ready for signatureSign
Milestone review scheduledProjects
Invoice prepared for reviewBilling
LET'S MAKE CLIENT WORK SIMPLER

Spend more time on the work clients value.

Talk to our team →
BUILD YOUR WORKRELIEF SUBSCRIPTION

Choose your apps. Save as you grow.

Every app starts at $25 per month. Add more apps and the cost per app goes down. You can change any suggested selection in checkout. All 19 apps cost $225/month, or $2,500/year with the annual discount.

SUGGESTED STARTING SET

Start with 4 connected apps

$81.25per month for 4 selected apps
  • workrelief CRM
  • workrelief Forms
  • workrelief Projects
  • workrelief Docs
Customize this selection →
workrelief CRMFrom $25/month for one appChoose app →
workrelief FormsFrom $25/month for one appChoose app →
workrelief ProjectsFrom $25/month for one appChoose app →
workrelief DocsFrom $25/month for one appChoose app →
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